3 min read
December 21, 2022
Last updated: December 20, 2022
A brand-new approach to using CRM
The concept of Proactive CRM means that our system reminds your sales agents of scheduled and unfinished activities in CRM, prompting them to take action.
Proactive CRM is always there to remind you of important things:
- Things to do
Reminders for activities in Deals
Counters for inbound and urgent activities
Counters for employees
Improved user scenarios
Proactive CRM Is Perfect For
to quickly get up to speed (prioritize deals / helps to become more proactive).
Experienced sales managers
to optimize the sales process (reminders of what needs to be done and when).
to track sales team performance (no need to collect complicated reports from your sales reps / see your sales reps’ activity and plans by simply looking at counters).
Enter the first-ever CRM that actually helps sales agents to sell, here is a detailed description
of how Proactive CRM works.
Deal smart activities
If a deal does not have planned activities, our CRM system will prompt you to create one, so that the deal is not left without your attention for a long time.
New counters of activities
There is no longer a Without activities counter, but a Without activities column in Activities view. With two types of counters: Inbound and Planned.